401(k) · DOL Form 5500 · 2022

Bear Property Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
150
Participants Small participant base
49th
Percentile by assets National rank
$30,691
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bear Real Estate Group 401(k) Plan · Sponsored by Bear Property Management, Inc. · Wisconsin · Real Estate

$5M in assets, 150 participants

Bear Property Management, Inc.'s Bear Real Estate Group 401(k) Plan reported $5M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,389 in Real Estate (5,057 peers)

Coverage in Wisconsin

Bear Real Estate Group 401(k) Plan covers 150 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#3,389
in Real Estate (5,057 peers)
-6.4%
assets change YoY

The plan reported a net loss of $316K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bear Real Estate Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Bear Real Estate Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,603,597 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bear Real Estate Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear Real Estate Group 401(k) Plan sits mid-pack in the medium band (150 participants).

Published 5500 schedule card

Filing strip 391650148 · Bear Property Management, Inc. PY 2022 · 401(k)

Bear Real Estate Group 401(k) Plan · $5M · 150 · 49th

  • PCT $5M
  • PCT 150
  • PCT 49th
  • PCT 401(k)
  • PCT near Pcs Civil, Inc. 401(k) Plan
  • PCT ind #3389

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Wisconsin →

Bear Real Estate Group 401(k) Plan in the asset neighbourhood

Bear Real Estate Group 401(k) PlanBear Real Estate Group 401(k…$5MPcs Civil, Inc. 401(k) Plan$5MQuality Ingredients Corporation 401(k) PlanQuality Ingredients Corporat…$5MNcm Engineering Corp 401(k) PlanNcm Engineering Corp 401(k) …$5MExcel Technologies 401(k)$5M
End-of-year total assets ($M) among Bear Real Estate Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$316K
Employer EIN391650148
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear Property Management, Inc.)

Sponsor-wide plan assets over time

All Bear Property Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.07587371353314% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.6M $7.55M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 150 $5M
2023 1 161 $6M
2024 1 170 $8M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bear Real Estate Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bear Real Estate Group 401(k) Plan, Total assets ($B): 0.004603597 · Participants: 150Bear Real Estate Group 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bear Real Estate Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bear Real Estate Group 401(k) Plan side-by-side with 3 peers →

Bear Real Estate Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pcs Civil, Inc. 401(k) Plan in FL ($5M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bear Real Estate Group 401(k) Plan assets move in 2022? ▼
Bear Real Estate Group 401(k) Plan pulled back noticeably - down 6.4% during 2022, from $5M to $5M. Reported net income was -$316K.
How have Bear Property Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Property Management, Inc.'s sponsor-wide assets grew 64.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Bear Real Estate Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pcs Civil, Inc. 401(k) Plan in FL ($5M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Bear Real Estate Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391650148.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.